Updated: Jun 8, 2021
DO you have a new-owner welcome packet? If not, that is the first opportunity to educate new homeowners about living in an HOA that could help build your community and rally a team of association volunteers for your community.
Check out what should be in a Welcome packet and how it should be presented for your HOA
How should the Packet be presented?
Don't miss an opportunity to present your new-owner kit in person. The welcome packet is generally going to be well received, but you'll have better success if there's a person or people who provide it. Choose friendly people who are really good at relating to and meeting new people and who can give the appropriate sense of community and a friendly greeting. It takes a certain kind of personality.
What Should Be in Your Kit?
How should we construct the new-owner welcome packet? Here are things to consider including:
Governing documents. Provide a way for the homeowner to get all documents. Also, include any rules that haven't been recorded and might not have been provided with the Resale disclosure package.
Forms. Include the forms that homeowners need to comply with your association's registration requirements.
Recent copies of newsletters and board meeting minutes. It is always a good idea to review the newsletters before you include them.
Management company information. Provide an introduction letter explaining who you are, the name and contact information of any onsite manager, who is on the Board, maybe a customer survey about the community, and where new owners think improvement can be made.
Information regarding utility hookups. Provide contact information for electric, water, and trash services
Board and committee information. Provide a list of board members, along with the appropriate way to contact them. Do the same by listing committees and their chairs and encourage owners to volunteer to join a committee.
Ask for owners' contact information. Requesting all their contact information, where they want mail sent, their email address, and their phone numbers in the event of an emergency.
Assessment payment information. Provide the basics and a brief education on the penalties, late fees, and attorneys' fees that will be imposed if owners don't pay assessments.
Information on amenities. If you have a pool, clubhouse, golf course, or another amenity, provide information on its hours of operation and relevant rules.
Click here to get a sample and begin welcoming today!!!